Investment Advisory

The professionals of Marbury Private Asset Management offer clients a tailored approach to money management. The Advisors at Marbury Private Asset Management create and manage customized investment portfolios. We manage each account to help meet the capital preservation, growth, income, tax and risk tolerance requirements of each individual client.

A separately managed account is a professionally managed portfolio of securities owned directly by our client and featuring a single, all-inclusive fee based on the amount of assets in the account. Although separate accounts are not appropriate for every investor, they feature a number of benefits for high-net-worth investors, including:

Customization. The portfolio will be tailored to fit specified investing preferences and income needs.

Tax efficiency. Because the client owns the securities in the account, trades can be executed, in the most tax efficient manner possible.

Reduced trading costs. We hold far fewer securities and our turnover rate of those securities is much lower than pooled investment vehicles like mutual funds.

Active portfolio management. The client’s portfolio is constantly monitored and securities are traded in a manner that seeks to take advantage of developing opportunities and avoid undue risk.

Style consistency. Assets are managed in strict accordance with the portfolio’s stated strategy, without the risk that comes from "style drift."

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Marbury Wealth Management is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal adivice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at844-553-7872.

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.